Baby Boomers

Debt among 65-year-olds has increased by 48% between 2003 and 2015, according to research by the Federal Reserve Bank of New York.

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

It has become increasingly difficult to time the market.

Only about a third of advisors have an asset-transfer plan in place, according to research.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.

Making the right hire can ease workloads and free up time to spend catering to clients' needs.

Millennials, Gen X, older workers and current retirees should all think about Social Security slightly differently in crafting their retirement plans.

A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

The cost of home care is up over 6% this year nationwide. Are your clients living in an even more expensive state?

Step 1: Attract Gen X and Gen Y clients. Step 2: Reach their baby boomer parents.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

Advisors with clients opting to stay in more expensive states need to be prepared to help them with those costs.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.